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The Scanner, Nov’23 | Leveraging intermittent market opportunities tactically

30 November 2023

  • #financialinsights
  • #investmentstrategy
  • #marketanalysis

In the dynamic realm of investments, optimising asset allocation is key.

Long-term strategic asset allocation plans provide a roadmap focused on maximising returns with an acceptable level of risk. However, Tactical Asset Allocation (TAA) steps in for short-term adjustments to capitalise on market opportunities, adding a new dimension to the portfolio. Technical analysis plays a pivotal role in TAA to aid investors in identifying trends, market phases, sentiment shifts, managing risks, and making informed decisions.

In this month’s edition of “The Scanner,” Multi-Act’s Research Analyst from the Technical Desk, Lloyd Lazaro, CFA, CA, delves into the market cycle. He emphasises the importance of combining technical analysis with fundamental analysis for effectively managing large investment portfolios, especially for UHNIs and family offices.

#InvestmentStrategy #FinancialInsights #MarketAnalysis

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